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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
1101
King Wealth Management Group
Florida
$251K
IC
1102
Inscription Capital
Texas
$251K +$66.4K +1,163 +33%
BWP
1103
Baldwin Wealth Partners
Massachusetts
$250K
SFFS
1104
Stonehage Fleming Financial Services
Jersey
$248K +$228K +3,986 +575%
EIA
1105
Edgemoor Investment Advisors
Maryland
$248K -$3.03K -53 -1%
FEM
1106
Fulcrum Equity Management
Texas
$247K +$35.4K +620 +15%
EB
1107
Exchange Bank
California
$246K
BSA
1108
Bull Street Advisors
Georgia
$245K
APW
1109
Austin Private Wealth
Texas
$244K +$32.7K +573 +14%
CA
1110
Claro Advisors
Massachusetts
$242K -$5.26K -92 -2%
TSWM
1111
Triangle Securities Wealth Management
North Carolina
$241K
FAM
1112
Formidable Asset Management
Ohio
$241K -$13.3K -233 -5%
BFA
1113
Bill Few Associates
Pennsylvania
$241K -$1.43K -25 -0.5%
GEA
1114
Glen Eagle Advisors
New Jersey
$241K +$44.6K +780 +21%
CCG
1115
Catalina Capital Group
California
$240K +$11.3K +197 +5%
HL
1116
HeadInvest LLC
Maine
$240K -$8.57K -150 -3%
AAG
1117
Armstrong Advisory Group
Massachusetts
$240K -$42.5K -744 -14%
RB
1118
Rodgers Brothers
Pennsylvania
$240K +$171 +3 +0.1%
PFA
1119
Pure Financial Advisors
California
$240K +$25.4K +445 +11%
MWM
1120
Modern Wealth Management
Kansas
$239K +$257K +4,507 New
RIA
1121
Richwood Investment Advisors
Ohio
$239K -$31.4K -550 -11%
PWMG
1122
Pioneer Wealth Management Group
Texas
$238K
TCM
1123
Triumph Capital Management
Colorado
$238K -$104K -1,814 -29%
1WA
1124
180 Wealth Advisors
Washington
$238K +$47.6K +833 +22%
TBNY
1125
Trustco Bank (New York)
New York
$238K -$19.6K -343 -7%